Fellowship Financial Planning

Overview

Fellowship Financial Planning is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is individually owned and serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its revenue model combines a percentage-of-AUM advisory fee with hourly charges, and it also operates as an insurance broker, suggesting integration of insurance and retirement-product solutions into client plans. The firm does not self-identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices